Talga Group Ltd. · ASX:TLG
Talga — Benchmark Minerals EV Fest 2021
16 slides from Talga's conference presentation, Jun 7, 2021
Slide 1: Talga Presentation at Benchmark EV Fest - Graphite vs Silicon
ASX Release 7 June 2021 ASX:TLG Talga Presentation at Benchmark EV Fest - Graphite vs Silicon For personal use only Battery anode company Talga Group Ltd (“Talga” or “the Company”)(ASX:TLG) is pleased to provide a copy of the presentation delivered by the Company’s Managing Director, Mark Thompson,
Slide 2: Graphite vs Silicon: Complementary or Competing?
For personal use only Graphite vs Silicon Complementary or Competing? Benchmark EV Fest 4 June 2021 Mark Thompson – Managing Director Talga Group Ltd (ASX:TLG) © TALGA GROUP LTD, JUNE 2021
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer For personal use only Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of thi
Slide 4: Talga Group
Talga Group Becoming a significant and vertically integrated producer For personal use only of lithium-ion battery anode products and technologies Talga is developing a fully integrated graphite anode production facility in Sweden running on 100% renewable electricity, to produce ultra-low emission
Slide 5: Talga Anode Products
Talga Anode Products Talga graphite battery anode range designed for growth across major Li-ion developments For personal use only Silicon Talnode®-Si Silicon-graphene anode Current Anode for higher energy density Solid State Talnode®-C Talnode®-E Energy Capacity Graphite anode for large volume, low
Slide 6: Silicon Potential in Li-ion Anode
Silicon Potential in Li-ion Anode There is interest in higher energy capacity Li-ion batteries For personal use only Silicon as a pure material is theoretically Gravimetric Energy Density Volumetric Energy Density capable of >10x energy capacity of graphite in Li-ion batteries, by weight Higher ener
Slide 7: The Many Challenges of Silicon Anodes
The Many Challenges of Silicon Anodes Silicon anodes have profound issues to overcome in practical use For personal use only When charged/discharged Silicon changes volume by 300% (compared to graphite ~10%) causing a wide range of physio-chemical issues, including repeated cracking of the anode par
Slide 8: Silicon 'The Lithium Robber'
Silicon ‘The Lithium Robber’ The repeated changes in volume keeps cracking the solid electrolyte interface (SEI), continuously For personal use only ‘robbing’ lithium from cathode and electrolyte to reform it, decreasing lithiation kinetics GRAPHITE SILICON SEI SEI SEI Thickness SEI Thickness Free L
Slide 9: Possible Solutions
Possible Solutions Wide range of silicon anode morphologies and composites developed but higher silicon content For personal use only products tend to be most challenged by cost and scalable production outlook NOTE: Image from Choi & Aurbach 2016, https://www.nature.com/articles/natrevmats201613#f2
Slide 10: Graphene Can Complement Silicon
Graphene Can Complement Silicon One approach is to use graphene to help control charge kinetics and SEI during volume change For personal use only SAMSUNG GRAPHENE COATED SILICON Graphene (Talphene TALGA TM) Characterisation – HR TEM GRAPHENE FLG HR-TEM confirms high quality, 1-4 layer graphene, Lat
Slide 11: Talga Approach to Silicon
Talga Silicon Source and Graphite Ore Talga Approach to Silicon Sample from Vittangi Project Design strategy for silicon composite anode For personal use only Silicon anode design strategy starting 2018 under UK Government funded Talga-led program with Johnson Matthey, the University of Cambridge an
Slide 12: Talnode-Si a practical approach
Talnode®-Si a practical approach Talnode®-Si is a graphene silicon composite electrode additive with ~30-50%Wt silicon for ‘drop- For personal use only in’ blending with commercial graphite anodes Talga’s graphene additives and production technology enables silicon-loaded anodes to stabilise Graphen
Slide 13: C + Si = Complementing
C + Si = Complementing Talnode®-Si activities and next steps For personal use only Scaled up sample production facilities in UK and Germany Intellectual Property lodged and more underway Commercial samples in multitude of testing programs with battery makers and auto companies - Large scale trials f
Slide 14: Partnerships for a greener future
Partnerships for a greener future Working with respected battery customers and technology & development partners For personal use only SEE: ASX:TLG 30 OCT 2015 and 5 FEB, 26 MAR, 4 SEP 2018 and 15 JAN, 2 OCT, 8 OCT, 24 OCT 2019 and 31 JAN, 20 MAR, 13 MAY, 27 MAY, 24 JUNE, 2 NOV and 24 NOV 2020. 13
Slide 15: Corporate Overview
Corporate Overview CAPITAL STRUCTURE ASX Listing Code: TLG For personal use only ASX:TLG PERFORMANCE (12 MONTHS) Market Capitalisation: $497M Listed Shares: 303.2M Unlisted Options: 12.9M(1) Cash as at 31 March 2021: $58.4M MAJOR SHAREHOLDERS Mark Thompson – MD 4.7% Kinetic Investment Partners 4.5%
Slide 16: Talga Group Ltd contact details
For personal use only TALGA GROUP LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: info@talgagroup.com Website: www.talgagroup.com GLOBAL OPERATIONS Talga Sweden: Storgatan 7, 972 38 Luleå, Sweden Talga Sweden: Vänortvägen 2, 9